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U.S. Packaged Foods and Meats Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies107
  • 7D0.4%
  • 3M3.1%
  • 1Y-15.1%
  • YTDn/a

The Packaged Foods and Meats is pretty flat in the last 7 days, but Kraft Heinz has stood out, gaining 3.4%. As for the longer term, the industry has declined 15% in the last year. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the U.S. Packaged Foods and Meats Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$326.6bUS$388.5bUS$7.6b20x43x0.8x
Tue, 03 Mar 2026US$359.4bUS$387.2bUS$7.3b24.6x49x0.9x
Thu, 29 Jan 2026US$341.3bUS$388.1bUS$10.7b21.1x31.8x0.9x
Sat, 27 Dec 2025US$330.1bUS$394.0bUS$11.4b20.3x29x0.8x
Mon, 24 Nov 2025US$363.3bUS$407.0bUS$13.9b19.4x26.1x0.9x
Wed, 22 Oct 2025US$373.9bUS$399.7bUS$13.1b19.7x28.5x0.9x
Fri, 19 Sep 2025US$378.3bUS$403.4bUS$13.5b21.2x28x0.9x
Sun, 17 Aug 2025US$388.6bUS$402.3bUS$13.2b21x29.4x1x
Tue, 15 Jul 2025US$390.5bUS$392.8bUS$20.9b20.2x18.7x1x
Thu, 12 Jun 2025US$467.5bUS$393.7bUS$21.4b21.6x21.9x1.2x
Sat, 10 May 2025US$386.0bUS$313.6bUS$19.5b20.7x19.8x1.2x
Mon, 07 Apr 2025US$394.3bUS$313.4bUS$20.8b20.3x19x1.3x
Wed, 05 Mar 2025US$405.0bUS$313.3bUS$20.7b20.7x19.6x1.3x
Fri, 31 Jan 2025US$385.5bUS$317.2bUS$18.5b21.1x20.8x1.2x
Sun, 29 Dec 2024US$394.3bUS$303.2bUS$17.9b21.7x22x1.3x
Tue, 26 Nov 2024US$409.1bUS$297.9bUS$17.7b21.4x23.1x1.4x
Thu, 24 Oct 2024US$425.0bUS$297.6bUS$17.7b20.9x24x1.4x
Sat, 21 Sep 2024US$438.9bUS$297.0bUS$17.3b22.3x25.4x1.5x
Mon, 19 Aug 2024US$423.1bUS$296.5bUS$17.5b21.3x24.2x1.4x
Wed, 17 Jul 2024US$395.1bUS$303.0bUS$18.5b19x21.3x1.3x
Fri, 14 Jun 2024US$397.0bUS$303.7bUS$19.2b17.6x20.7x1.3x
Sun, 12 May 2024US$427.2bUS$304.0bUS$18.3b18.9x23.3x1.4x
Tue, 09 Apr 2024US$415.2bUS$297.3bUS$17.8b21.3x23.3x1.4x
Thu, 07 Mar 2024US$410.0bUS$299.3bUS$17.8b20.8x23.1x1.4x
Sat, 03 Feb 2024US$435.7bUS$311.2bUS$19.2b20.5x22.7x1.4x
Mon, 01 Jan 2024US$424.5bUS$310.2bUS$18.8b19.4x22.5x1.4x
Wed, 29 Nov 2023US$408.4bUS$310.7bUS$18.9b19.4x21.6x1.3x
Fri, 27 Oct 2023US$392.8bUS$309.4bUS$19.5b20x20.1x1.3x
Sun, 24 Sep 2023US$423.3bUS$306.0bUS$19.4b22.3x21.8x1.4x
Tue, 22 Aug 2023US$440.7bUS$306.3bUS$19.5b19.8x22.6x1.4x
Thu, 20 Jul 2023US$462.7bUS$304.6bUS$19.5b19.7x23.7x1.5x
Sat, 17 Jun 2023US$478.0bUS$309.6bUS$20.1b20.5x23.7x1.5x
Mon, 15 May 2023US$502.9bUS$309.5bUS$21.1b20.7x23.9x1.6x
Wed, 12 Apr 2023US$489.2bUS$306.4bUS$21.7b20.6x22.5x1.6x
Price to Earnings Ratio

22.5x


Total Market Cap: US$489.2bTotal Earnings: US$21.7bTotal Revenue: US$306.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaged Foods and Meats Industry Price to Earnings3Y Average 24.2x202420252026
Current Industry PE
  • Investors are optimistic on the American Packaged Foods and Meats industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 43.0x which is higher than its 3-year average PE of 24.2x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.84x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have declined 30% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.2% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Packaged Foods and Meats compare with similar industries?

US Market3.46%
Consumer Staples1.41%
Food0.67%
Packaged Foods and Meats0.44%
Agricultural Products1.53%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
KHC Kraft HeinzUS$22.793.4%
+US$887.8m		-23.2%PS1.1x
JBS JBSUS$17.754.2%
+US$771.0m		n/aPE9.4x
SFD Smithfield FoodsUS$28.376.3%
+US$661.0m		43.5%PE11.3x
GIS General MillsUS$37.422.7%
+US$517.7m		-37.2%PE9.1x
SEB SeaboardUS$5.91k6.3%
+US$337.5m		127.5%PE11.4x

Latest News

MKC
US$48.85
McCormick
7D
-8.0%
1Y
-36.1%

MKC: Unilever Foods Merger Will Support Future Margin And Earnings Power

Analysts have trimmed McCormick's implied fair value to about $63 from roughly $73, reflecting lower assumptions for revenue growth and profit margins, partly offset by a higher future P/E multiple and a wave of reduced price targets across recent research updates. Analyst Commentary Recent research on McCormick has centered on lower price targets, revised long term goals, and differing views on the risk and reward trade off as the company recalibrates expectations.
KHC
US$22.79
Kraft Heinz
7D
3.4%
1Y
-23.2%

KHC: Brand Investment And Portfolio Actions Will Support Post 2025 Turnaround Prospects

Analysts have trimmed the average price target for Kraft Heinz to reflect slightly lower fair value estimates of about $24.29. Recent research cites softer topline expectations, a modestly higher discount rate, and an updated view on future P/E, partially balanced by firmer profit margin assumptions.
HSY
US$206.19
Hershey
7D
-3.5%
1Y
27.1%

HSY: Easing Cocoa Costs And Tariff Removal Will Support Earnings Recovery

Hershey's updated analyst price target holds steady at $267, as analysts balance recent target cuts from several firms with upward revisions and upgrades that highlight easing cocoa costs, potential earnings recovery and slightly higher long term assumptions for revenue growth, profit margin and future P/E. Analyst Commentary Bullish analysts are leaning into a more constructive view on Hershey, even as some firms trim targets or remove the stock from preferred lists.
NOMD
US$9.58
Nomad Foods
7D
-1.6%
1Y
-50.6%

NOMD: Share Repurchases Will Counter Cautious Outlook For Healthy Living Exposure

Analysts have revised Nomad Foods' fair value estimate from $12.79 to $9.95, reflecting recent price target cuts and cautious commentary on disappointing earnings, organic volume declines and lower future P/E expectations now incorporated into their models. Analyst Commentary Recent research has tilted more cautious, with several bearish analysts trimming price targets after weaker earnings, organic volume pressure and lower P/E assumptions filtered into their models.
GIS
US$37.42
General Mills
7D
2.7%
1Y
-37.2%
TSN
US$64.63
Tyson Foods
7D
1.1%
1Y
8.1%

TSN: Beef Margin Recovery And Cost Discipline Will Support Future Earnings Power

Tyson Foods' analyst price target has shifted modestly higher to $78.00. This reflects updated views on fair value and P/E assumptions as analysts balance recent bullish initiations with some lower targets and mixed expectations for revenue growth and profit margins.
JBS
US$17.75
JBS
7D
4.2%
1Y
n/a
LW
US$39.35
Lamb Weston Holdings
7D
-5.4%
1Y
-33.3%
FLO
US$8.24
Flowers Foods
7D
-1.9%
1Y
-56.2%

FLO: Updated Guidance And Impairment Reset Will Support Long Term Earnings Stability

Analysts have reduced their price target on Flowers Foods from $13.17 to $10.67, citing updated assumptions for slower revenue growth, slightly lower profit margins, a higher discount rate, and a reduced future P/E multiple. What's in the News Flowers Foods reported impairment of intangible assets of $135,981,000 for the 13-week period ended January 3, 2026, which directly affects reported earnings quality and book value (Key Developments).
VITL
US$12.59
Vital Farms
7D
-4.2%
1Y
-60.9%
SFD
US$28.37
Smithfield Foods
7D
6.3%
1Y
43.5%
HRL
US$22.09
Hormel Foods
7D
-4.2%
1Y
-28.1%

HRL: 2026 Guidance And Regulatory Shake Up Will Drive Upside Potential

Analysts have trimmed their price target on Hormel Foods by $2 to reflect updated views on the company, with the adjustment supported by refreshed estimates for fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Bullish Takeaways Some bullish analysts view the modest $2 trim to the price target as a fine tuning of valuation inputs rather than a fundamental reset, with fair value and discount rate assumptions updated to reflect current information.
MDLZ
US$57.54
Mondelez International
7D
-1.3%
1Y
-13.2%
POST
US$100.32
Post Holdings
7D
4.8%
1Y
-14.6%

POST: Share Repurchases And Stable Margins Will Support Further Upside

Analysts have modestly raised their price target on Post Holdings to $130.13. This reflects slight adjustments to discount rate and forward P/E assumptions while keeping fair value essentially unchanged.
FRPT
US$59.40
Freshpet
7D
6.2%
1Y
-25.3%

FRPT: Manufacturing Moat And Slower Category Trends Will Shape Future Upside

The analyst fair value estimate for Freshpet has increased from $56.00 to $69.00, as analysts highlight Q4 earnings strength, clearer paths to margin improvement supported by the manufacturing moat, and reduced concerns around competition from Costco and other fresh pet food entrants. Analyst Commentary Recent research on Freshpet centers on Q4 performance, the outlook for margins, and how the company is positioned against both traditional pet food peers and fresh entrants such as Costco and General Mills.
SEB
US$5,906.78
Seaboard
7D
6.3%
1Y
127.5%